Civic Intelligence

PTA Minnesota Congress

990EZ • Fiscal year 2023 • EIN 41-1872131

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 11, 2023

Organization ProfileN/A
305 Vicksburg Lane NorthPlymouth, MN 55446

(763) 745-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

45th percentile

0.9%

Higher net margin than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

50th percentile

0.9%

Faster asset growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,818

Up $516 (+0.9%) from 2022

Net Assets

Up

$56,818

Up $516 (+0.9%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Down

$57,513

Down $13,651 (-19%) from 2022

Expenses

Up

$56,997

Up $7,643 (+15%) from 2022

Net Income

Down

$516

Down $21,294 (-98%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2022: $56,302Net Assets 2022: $56,3022022Assets 2023: $56,818Net Assets 2023: $56,8182023Assets 2024: $39,793Liabilities 2024: $02024Assets 2025: $47,224Net Assets 2025: $47,2242025

Highlighted filing

2023

Assets$56,818
Liabilities-
Net Assets$56,818
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2022: $71,164Expenses 2022: $49,354Net Income 2022: $21,8102022Revenue 2023: $57,513Expenses 2023: $56,997Net Income 2023: $5162023Revenue 2024: $57,120Expenses 2024: $74,145Net Income 2024: -$17,0252024Revenue 2025: $48,159Expenses 2025: $40,728Net Income 2025: $7,4312025

Highlighted filing

2023

Revenue$57,513
Expenses$56,997
Net Income$516
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 11, 2023
Return Version
2022v5.0
Gross Receipts
$75,798
Mission and Program Overview

Mission

Our goal is to enhance our childrens educational experience by: -providing parents with pertinent information and resources regarding the middle school experience -showing appreciation to all cms staff members -giving financial support where it is needed to benefit the students and staff of cms

Program Services

DescriptionGrantsExpenses
TEACHER GRANT COMMITTEE: PROGRAM FOR TEACHERS TO SUBMIT ADDITIONAL CLASSROOM NEEDS BEYOND DISTRICT BUDGETS FOR STUDENT ENRICHMENT.$21,890$21,890
8TH GRADE PARTY: EVENT FOR OUTGOING 8TH GRADE STUDENTS TO CELEBRATE COMPLETION OF MIDDLE SCHOOL.-$14,653
OTHER PROGRAM SERVICE EXPENSES.-$12,844
STUDENT COMMUNITY BUILDING: EVENTS HELD FOR BUILDING COMMUNITY WITH THE FACULTY, STAFF, AND STUDENTS OF THE SCHOOL. REBUILDING THE COMMUNITY OF THE SCHOOL AFTER THE DIVIDE IN RELATIONSHIP DURING THE PANDEMIC.-$3,941
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY KOZIOLSecretary-$0--
KIRA ENGLERPresident-$0--
SARAH HAAGVice Preside-$0--
CHRISTINA MCCOLLUMTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Stepit Up$52,710$6,812$995$5,817
Total Events$52,710$6,812$6,812-
Filing and Contact Details

Filer

Filer Name
Pta Minnesota Congress
EIN
41-1872131
Phone
7637456000
Address
305 VICKSBURG LANE NORTH, PLYMOUTH, MN 55446

Signing Officer

Name
Krista Felty
Title
Treasurer
Phone
7637456000
Signed
2023-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Murry & Associates LLC
Address
7575 GOLDEN VALLEY RD STE 119, GOLDEN VALLEY, MN 55427
Preparer
Morgan Wallace-johnson
Phone
7635469340
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 114 insurance 265 merchant fees 1,660 dues 755 planners - 6th grade 1,994 grade level fieldtrips 3,000 teacher hospitality 2,196 student community build 3,941 8th grade party 14,653 social worker fund 1,138 mytime stipend 1,479 senor wooly subscription 600 service club 2,187 whs volunteer club 250 mn filing fee 25 total 34,257”

Form 990-ez, Part III

“Our goal is to enhance our childrens educational experience by: -providing parents with pertinent information and resources regarding the middle school experience -showing appreciation to all cms staff members -giving financial support where it is needed to benefit the students and staff of cms”

Form 990-ez, Part III, Line 31

“Other program service expenses.”

Raw XML Appendix157 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KRISTA FELTY
IRS990EZ/BooksInCareOfDetail/PhoneNum07637456000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0305 VICKSBURG LN N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLYMOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055447
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056302
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056818
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057239
IRS990EZ/CostOfGoodsSoldAmt09576
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0516
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0850
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056302
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056818
IRS990EZ/FundraisingGrossIncomeAmt08692
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021890
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0291
IRS990EZ/GrossReceiptsAmt075798
IRS990EZ/GrossSalesOfInventoryAmt09867
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056302
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056818
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056302
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056818
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY KOZIOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIRA ENGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH HAAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINA MCCOLLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034257
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR GOAL IS TO ENHANCE OUR CHILDRENS EDUCATIONAL EXPERIENCE BY: -PROVIDING PARENTS WITH PERTINENT INFORMATION AND RESOURCES REGARDING THE MIDDLE SCHOOL EXPERIENCE -SHOWING APPRECIATION TO ALL CMS STAFF MEMBERS -GIVING FINANCIAL SUPPORT WHERE IT IS NEEDED TO BENEFIT THE STUDENTS AND STAFF OF CMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER GRANT COMMITTEE: PROGRAM FOR TEACHERS TO SUBMIT ADDITIONAL CLASSROOM NEEDS BEYOND DISTRICT BUDGETS FOR STUDENT ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt18TH GRADE PARTY: EVENT FOR OUTGOING 8TH GRADE STUDENTS TO CELEBRATE COMPLETION OF MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT COMMUNITY BUILDING: EVENTS HELD FOR BUILDING COMMUNITY WITH THE FACULTY, STAFF, AND STUDENTS OF THE SCHOOL. REBUILDING THE COMMUNITY OF THE SCHOOL AFTER THE DIVIDE IN RELATIONSHIP DURING THE PANDEMIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAM SERVICE EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021890
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021890
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114653
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23941
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt312844
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08709
IRS990EZ/SpecialEventsNetIncomeLossAmt0-17
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056997
IRS990EZ/TotalProgramServiceExpensesAmt053328
IRS990EZ/TotalRevenueAmt057513
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069346
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0126585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt044432
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt062991
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0189576
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0113778
IRS990ScheduleA/Total509Grp/TotalAmt0189576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113778
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0189576
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt020
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt020
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt045898
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt045898
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06812
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STEPIT UP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052710
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052710
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06812
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05797
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05797
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0995
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 114 INSURANCE 265 MERCHANT FEES 1,660 DUES 755 PLANNERS - 6TH GRADE 1,994 GRADE LEVEL FIELDTRIPS 3,000 TEACHER HOSPITALITY 2,196 STUDENT COMMUNITY BUILD 3,941 8TH GRADE PARTY 14,653 SOCIAL WORKER FUND 1,138 MYTIME STIPEND 1,479 SENOR WOOLY SUBSCRIPTION 600 SERVICE CLUB 2,187 WHS VOLUNTEER CLUB 250 MN FILING FEE 25 TOTAL 34,257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUR GOAL IS TO ENHANCE OUR CHILDRENS EDUCATIONAL EXPERIENCE BY: -PROVIDING PARENTS WITH PERTINENT INFORMATION AND RESOURCES REGARDING THE MIDDLE SCHOOL EXPERIENCE -SHOWING APPRECIATION TO ALL CMS STAFF MEMBERS -GIVING FINANCIAL SUPPORT WHERE IT IS NEEDED TO BENEFIT THE STUDENTS AND STAFF OF CMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER PROGRAM SERVICE EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTA FELTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07637456000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MINNESOTA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WAYZATA CENTRAL MIDDLE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0411872131
ReturnHeader/Filer/PhoneNum07637456000
ReturnHeader/Filer/USAddress/AddressLine1Txt0305 VICKSBURG LANE NORTH
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055446
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461454776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MURRY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07575 GOLDEN VALLEY RD STE 119
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GOLDEN VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055427
ReturnHeader/PreparerPersonGrp/PhoneNum07635469340
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN WALLACE-JOHNSON
ReturnHeader/ReturnTs02023-11-14T10:41:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FELTY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,818
Liabilities
-
Net assets
$56,818
Revenue
$57,513
Expenses
$56,997
Net income
$516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$47.2$47.2$48.2$40.7$7.43
2024Summary only. Only limited summary data is available for this year.$39.8$0.00$57.1$74.1$17.0
2023Detailed filing. Detailed filing data is available for this year.$56.8$56.8$57.5$57.0$0.52
2022Detailed filing. Detailed filing data is available for this year.$56.3$56.3$71.2$49.4$21.8